Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 2,222,597 | 1,988,818 | 2,731,042 | 4,096,946 | 2,707,130 | 13,746,533 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 2,222,597 | 1,988,818 | 2,731,042 | 4,096,946 | 2,707,130 | 13,746,533 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | 1,519,115 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 12,227,418 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 2,222,597 | 1,988,818 | 2,731,042 | 4,096,946 | 2,707,130 | 13,746,533 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 1,471 | 3,968 | 1,098 | 18,654 | 74,339 | 99,530 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 13,846,063 | |||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2023 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2023 |
(iii) Distributable Amount for 2023 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2023 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2023: | ||||
| a From 2018....... | ||||
| b From 2019....... | ||||
| c From 2020....... | ||||
| d From 2021....... | ||||
| e From 2022....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2023 distributable amount | ||||
|
i
Carryover from 2018 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2023 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2023 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
6
Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2024. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2019..... | ||||
| b Excess from 2020..... | ||||
| c Excess from 2021..... | ||||
| d Excess from 2022..... | ||||
| e Excess from 2023..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|
| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | PROGRAMMING. THE PROGRAMS TEAM ADDED AN INSTRUCTIONAL DESIGNER TO SUPPORT REMOTE TRAINING. THE PROGRAMS TEAM FULLY EXECUTED OUR BLENDED MODEL (IN- PERSON AND REMOTE TRAINING), CONDUCTING 21 IN-PERSON VISITS, 133 REMOTE TRAININGS, AND 13 COMMUNITY TRAININGS REACHING NON-CHL PARTNERS. IN TOTAL 5,864 CLINICIANS WERE TRAINED. THIS WAS ACHEIVED BY ORGANIZING A TOTAL OF 601 VOLUNTEER ENGAGEMENTS, RESULTING IN 793 TRAINING DAYS, VALUED AT 655,248 IN DONATED TIME. INNOVATION AND GROWTH: CHL WELCOMED TWO NEW PARTNERS IN INDIA (AMRITA HOSPITAL FARIDABAD AND SRI SATHYA SAI SANJEEVANI CENTER FOR CHILD HEART CARE IN MUMBAI), AND ENGAGED ONE NEW VOLUNTEER TEAM (CHILDREN'S HOSPITAL OF PHILADELPHIA) AND RE-ENGAGED AN ESTABLISHED VOLUNTEER TEAM (CHILDREN'S MERCY KANSAS CITY). THE PROGRAMS TEAM FACILITATED SIGNIFICANT, CONTINUED USE OF COES AND PARTNERS FOR SOUTH-TO-SOUTH TRAINING. CHL DEVELOPED A PARTNER RISK ASSESSMENT PROCESS AND FINALIZED CHL'S STRATEGY WITH CURRENT AND FUTURE CHINA PARTNERSHIPS. EVALUATION & LEARNING: CHL PROGRAMS STAFF PRESENTED FOUR POSTERS AND GAVE TWO ORAL PRESENTATIONS AT THE WORLD CONGRESS OF PEDIATRIC CARDIOLOGY AND CARDIAC SURGERY CARE. THE CUMULATIVE RESULT OF THESE EFFORTS ARE THAT 86% OF CHL PARTNERS MADE PROGRESS TOWARDS BECOMING A CENTER OF EXCELLENCE AS PLANNED, PEFORMING MORE THAN 17,210 SURGERIES, 6,153 INTERVENTIONAL CATHETERIZATIONS, AND HELPING MORE THAN 196,618 CHILDREN. |
| FORM 990, PAGE 2, PART III, LINE 4B | OUTREACH ACCOMPLISHMENTS: WE CONTINUED TO EXPAND OUR EFFORTS TO ENGAGE EXISTING AND NEW PARTNERS AND SUPPORTERS. WE ISSUED REGULAR NEWSLETTERS TO SUPPORTERS, PARTNERS AND VOLUNTEERS. WE GREW OUR SOCIAL MEDIA AUDIENCE THROUGH CONSISTENT, ENGAGING POSTS AND AMPLIFIED OUR MISSION THROUGH COLLABORATION WITH PARTNER HOSPITALS, VOLUNTEER INSTITUTIONS AND CORPORATE PARTNERS. WE CONTINUED LEVERAGING OUR WEBSITE WITH MONTHLY BLOGS AND WORKED WITH AN AGENCY TO COPYWRITE AND DESIGN A NEW WEBSITE THAT WILL BE OPTIMIZED FOR SUPPORTER ENGAGEMENT AND GROWTH. ADDITIONALLY, WE CONTINUED TO HOST WEBINARS FOR ADVOCACY AND EDUCATION OPPORTUNITIES FOR SUPPORTERS, VOLUNTEERS AND HEALTH CARE PROFESSIONALS IN LOW-TO MIDDLE-INCOME COUNTRIES. WE ALSO CONTINUED OUR MEMBERSHIP IN GLOBAL HEALTH WORKING GROUPS/ORGANIZATIONS. |
| FORM 990, PAGE 2, PART III, LINE 4C | ADVOCACY ACCOMPLISHMENTS: OUR GLOBAL ADVOCACY EFFORTS THIS YEAR GREW BY - ESTABLISHED A NEW COALITION TO ADVOCATE GLOBALLY FOR CHILDHOOD-ONSET HEART DISEASE, THE GLOBAL COALITION FOR PEDIATRIC AND CONGENITAL HEARTS, IN PARTNERSHIP WITH THE GLOBAL ALLIANCE FOR RHEUMATIC AND CONGENTIAL HEARTS. THE GOAL IS TO ADVOCATE GLOBALLY FOR POLICY CHANGES. - ESTABLISEHD RELATIONSHIPS WITH OTHER NONGOVERNMENTAL ORGANIZATIONS WORKING ON ADDRESSING THE BURDEN OF BIRTH DEFECTS TO JOIN FORCES AND ADVOCATE GLOBALLY AND SUPPORT THE WHO'S POLICY-ADVISING ACTIVITIES AND HELD 3 BIRTH DEFECTS ADVOCACY AND AWARENESS BUILDING EVENTS - DURING THE UN GENERAL ASSEMBLY, WORLD HEALTH ASSEMBLY AND A WEBINAR ON WORLD BIRTH DEFECTS DAY. - DELIVERED 13 PRESENTATIONS AT INTERNATIONAL MEETINGS, HAD 3 NEW PUBLICATIONS AND PARTICIPATION IN SEVERAL GLOBAL MEETINGS AND CONSULTATIONS ON HEALTH TOPICS REPRESENING THE NEEDS OF CHILDREN WITH HEART DISEASE, AND ORGANIZED SEVERAL WEBINARS. - LED THE ADVOCACY EFFORTS AT THE 8TH WORLD CONGRESS OF PEDIATRIC CARDIOLOGY AND CARDIAC SURGERY IN WASHINGTON DC, BY LEADING A GATHERING OF NOGS IN THE "GLOBAL ADVOCACY VILLAGE- AND LEADING THE SIGNING OF THE 1ST CALL TO ACTION SIGNED BY 1500 INDIVIDUALS AND ORGANIZATIONS; LED ADVOCACY MEETINGS AND AND OUTREACH WITH WORLD BANK AND USAID. - STARTED ADVOCACY ACTIVITIES IN SEVARAL OF THE COUNTRIES CHL IS ACTIVE IN AND FACILIATED ONE NATIONAL STAKEHOLDER MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS AVAILABLE TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ALL MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS, UPON BECOMING A BOARD MEMBER, AND AT LEAST ANNUALLY THEREAFTER, EACH DIRECTOR IS REQUIRED TO COMPLETE A DISCLOSURE FORM TO DISCLOSE RELATIONSHIPS THAT COULD CREATE POTENTIAL CONFLICTS OF INTEREST. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE COMPENSATION FOR THE PRESIDENT IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE, THE ORGANIZATION HIRED AN OUTSIDE COMPENSATION ANALYST TO GRADE AND REVIEW ALL POSITIONS AT THE ORGANIZATION IN 2016. FROM THE ANALYSIS, NEW SALARY INCREASE GUIDELINES WERE ESTABLISHED AND SHARED WITH THE BOARD OF DIRECTORS AND SUPERVISORS, WHO WERE TRAINED ON THE NEW COMPENSATION STRUCTURE. THE DOCUMENTATION OF THE DELIBERATION AND DECISION CAN BE FOUND IN THE EXECUTIVE COMMITTEE MEETING MINUTES. ANNUALLY, THE OUTSIDE COMPENSATION ANALYST PROVIDES AN UPDATE TO THE SALARY RANGES. JOB DESCRIPTIONS ARE RE-EVALUATED TO THE OUTSIDE COMPENSATION ANALYST IF JOB ROLES SIGNIFICANTLY CHANGE OR A NEW ROLE IS CREATED FOR THE ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| Software ID: | |
| Software Version: |